Brandon Golden
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$Advanced Micro Devices (AMD.US)$ $Intel (INTC.US)$ Many corporate company’s new laptops are coming with AMD chip set. (It use to be Iintel earlier)
Intel can’t beat with AMD gpu and colors performance. INTL is dead cat. It may bounce but not real.
AMD , NVDA are truly market leaders in US and internationally. Intel will be gone in next 5 years. No innovation. Many company’s give lot of chance and time to intern to come up. However they could not able to did due to CEO who doesn’t have chip engineering knowledge and having account knowledge. They focused on how to process dividend on ever Qt rather than new design in chip. It is already late when it compare to AMD.
I can bet inter won’t move. Come back next year and see both stocks. AMD will be 300. INTC will be around 35 to 45 range.
Intel can’t beat with AMD gpu and colors performance. INTL is dead cat. It may bounce but not real.
AMD , NVDA are truly market leaders in US and internationally. Intel will be gone in next 5 years. No innovation. Many company’s give lot of chance and time to intern to come up. However they could not able to did due to CEO who doesn’t have chip engineering knowledge and having account knowledge. They focused on how to process dividend on ever Qt rather than new design in chip. It is already late when it compare to AMD.
I can bet inter won’t move. Come back next year and see both stocks. AMD will be 300. INTC will be around 35 to 45 range.
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Brandon Golden
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$Tesla (TSLA.US)$ Tesla's succeeded in its niche: poorly constructed, ugly, overpriced, entry level EV.
Unfortunately, that niche is getting crowded!
Competitors are racing ahead in every category and at every price point.
Elon "Ted Cruz" Musk is dumping his Texla stock.
I would run - not walk - from this stock.
Unfortunately, that niche is getting crowded!
Competitors are racing ahead in every category and at every price point.
Elon "Ted Cruz" Musk is dumping his Texla stock.
I would run - not walk - from this stock.
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Brandon Golden
liked and commented on
Buy now pay later is the easiest market to get in for the incumbents. There is no disruption there. Please explain why $Visa (V.US)$, $MasterCard (MA.US)$, $PayPal (PYPL.US)$, $Block (SQ.US)$cannot offer this service ? It would be SO easy for them to give them this option and take $Affirm Holdings (AFRM.US)$out of the equation.
Really looking for some explanation here.
Really looking for some explanation here.
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Brandon Golden
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$Novavax (NVAX.US)$ announces its submission to the Singapore Health Sciences Authority (HSA) for interim authorization of its COVID-19 vaccine, NVX-CoV2373, under the Pandemic Special Access Route.
Shares down 1.4% premarket at $198.
The filing includes clinical data from two pivotal Phase 3 clinical trials, PREVENT-19 conducted in U.S. and Mexico; and U.K. trial including 15,000 participants.
Novavax recently received Emergency Use Authorization (EUA) for the vaccine in Philippines, and has filed for vaccine approval in South Korea.
Novavax' COVID-19 vaccine is packaged as a ready-to-use liquid formulation in a vial containing ten doses. The vaccination regimen calls for two 0.5 ml doses (5 microgram antigen and 50 microgram Matrix-M adjuvant) given intramuscularly 21 days apart. The vaccine is stored at 2°- 8° Celsius, enabling the use of existing vaccine supply and cold chain channels.
The EMA has also started evaluating Novavax's marketing application for its COVID-19 vaccine.
Shares down 1.4% premarket at $198.
The filing includes clinical data from two pivotal Phase 3 clinical trials, PREVENT-19 conducted in U.S. and Mexico; and U.K. trial including 15,000 participants.
Novavax recently received Emergency Use Authorization (EUA) for the vaccine in Philippines, and has filed for vaccine approval in South Korea.
Novavax' COVID-19 vaccine is packaged as a ready-to-use liquid formulation in a vial containing ten doses. The vaccination regimen calls for two 0.5 ml doses (5 microgram antigen and 50 microgram Matrix-M adjuvant) given intramuscularly 21 days apart. The vaccine is stored at 2°- 8° Celsius, enabling the use of existing vaccine supply and cold chain channels.
The EMA has also started evaluating Novavax's marketing application for its COVID-19 vaccine.
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Brandon Golden
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$Lucid Group (LCID.US)$ Lucid is unable to mass produce.
Rawlinson is already preparing the excuses for "explaining" by next Summer that he won't meet his goals of 20K next year.
I'll be very surprised if he gets 10K out.
Right now all his cars are built by hand at a probable cost of (at least) 250 K and he sells them for 179 . Fantastic business model, right ? Straight to bankruptcy ! And he currently produces about 10 per day !
Mark my words : you'll see by next Summer !
Rawlinson is already preparing the excuses for "explaining" by next Summer that he won't meet his goals of 20K next year.
I'll be very surprised if he gets 10K out.
Right now all his cars are built by hand at a probable cost of (at least) 250 K and he sells them for 179 . Fantastic business model, right ? Straight to bankruptcy ! And he currently produces about 10 per day !
Mark my words : you'll see by next Summer !
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Brandon Golden
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I think the price target is a little stretched, BUT-- many are predicting that Humira going off patent will destroy $AbbVie (ABBV.US)$. I think the newer drugs getting approval daily will nullify the ABBV is "doomed" naysayers. ABBV going higher....
Long ABBV
LOVE the dividend!$!
Long ABBV
LOVE the dividend!$!
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Brandon Golden
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$Palantir (PLTR.US)$ When it comes to the technology sector, investors had better avoid the popular ovehyped large-cap stocks with the weak balance sheets such as Palantir and focus on undiscovered small-cap stocks.
For instance, undiscovered $BOS Better Online Solutions (BOSC.US)$ has pristine balance sheet (net cash position), profitability and trades only 0.5 times its annual revenue, as shown below:
BOSC's Eyal Cohen stated: "While we still have significant business challenges to solve in the Robotic division, I am encouraged by the continuing improvement in our financial results. Regarding the year 2021 outlook, we reiterate our expectation for revenues over $33 million and a net profit of above $1 million".
For instance, undiscovered $BOS Better Online Solutions (BOSC.US)$ has pristine balance sheet (net cash position), profitability and trades only 0.5 times its annual revenue, as shown below:
BOSC's Eyal Cohen stated: "While we still have significant business challenges to solve in the Robotic division, I am encouraged by the continuing improvement in our financial results. Regarding the year 2021 outlook, we reiterate our expectation for revenues over $33 million and a net profit of above $1 million".
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Brandon Golden
reacted to and commented on
Two of China's biggest and best-known Internet companies are facing more pressure from the government, this time over the practices of their cloud business units.
The Chinese Ministry of Industry and Information Technology said Tuesday it has told $Alibaba (BABA.US)$ and $Baidu (BIDU.US)$ that those companies need to do a better job of preventing telecom fraud after the ministry determined their cloud platforms had been used to gain access to fake and fraudulent websites. According to a report from Reuters, the ministry said Alibaba and Baidu must "earnestly fulfill their main responsibilities for network and information security."
Initial reaction to the Chinese government's latest moves was muted, as both Alibaba and Baidu edged into positive territory in pre-market trading, Tuesday.
Over the weekend, China's State Administration for Market Regulation levied fines equivalent to $78,000 on Alibaba, Baidu and several other companies for failing to disclose some acquisitions made over the past decade.
The Chinese Ministry of Industry and Information Technology said Tuesday it has told $Alibaba (BABA.US)$ and $Baidu (BIDU.US)$ that those companies need to do a better job of preventing telecom fraud after the ministry determined their cloud platforms had been used to gain access to fake and fraudulent websites. According to a report from Reuters, the ministry said Alibaba and Baidu must "earnestly fulfill their main responsibilities for network and information security."
Initial reaction to the Chinese government's latest moves was muted, as both Alibaba and Baidu edged into positive territory in pre-market trading, Tuesday.
Over the weekend, China's State Administration for Market Regulation levied fines equivalent to $78,000 on Alibaba, Baidu and several other companies for failing to disclose some acquisitions made over the past decade.
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Brandon Golden
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$NVIDIA (NVDA.US)$ I will be selling half at $800 pr. share which is about a 2 trillion dollar market cap valuation for Nvidia. Should happen sometime in 2023 or 2024 at the very latest. Currently I consider Nvidia to be a steal at these prices. Not even 1 trillion yet. Sheesh!
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Brandon Golden
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$Alibaba (BABA.US)$ It is true non-Chinese institutions are selling hard.
Already 65% reduction Y/Y.
The remaining 14% institution ownership are new investor or diamond hand. i don't think they will bring down price any more than this.
Also, I think Chinese institutions and retail are loading up BABA.
Already 65% reduction Y/Y.
The remaining 14% institution ownership are new investor or diamond hand. i don't think they will bring down price any more than this.
Also, I think Chinese institutions and retail are loading up BABA.
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Brandon Golden : I think you will walk up from your dream with the vice versa